| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 17 | Q2 2024 | 5.0% |
| PIMCO DYNAMIC INCOME FD | 17 | Q2 2024 | 4.2% |
| QUALCOMM INC | 16 | Q2 2024 | 4.9% |
| SPDR S&P 500 ETF TR | 16 | Q2 2024 | 3.1% |
| SPDR SER TR | 15 | Q2 2024 | 6.4% |
| J P MORGAN EXCHANGE-TRADED F | 15 | Q2 2024 | 5.4% |
| BLACKSTONE INC | 15 | Q2 2024 | 5.1% |
| DISNEY WALT CO | 15 | Q2 2024 | 4.4% |
| APPLE INC | 15 | Q2 2024 | 3.2% |
| MONDELEZ INTL INC | 15 | Q2 2024 | 2.5% |
View Beta Wealth Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-05 |
View Beta Wealth Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.